We are live on ! Find out more
JULT icon

AllianzIM U.S. Equity Buffer10 Jul ETF

38 hedge funds and large institutions have $67.9M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

7% more capital invested

Capital invested by funds: $63.3M → $67.9M (+$4.59M)

0.34% less ownership

Funds ownership: 80.91%80.57% (-0.34%)

12% less funds holding

Funds holding: 4338 (-5)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$26.7M +$112K +2,621 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.4M +$4.76M +111,306 +65%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.3M +$658K +15,386 +12%
LPL Financial
4
LPL Financial
California
$2.44M +$1.4M +32,618 +142%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.15M -$2.84M -66,406 -57%
Raymond James Financial
6
Raymond James Financial
Florida
$2.01M +$620K +14,498 +46%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.84M +$264K +6,176 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.54M +$59.9K +1,399 +4%
SL
9
Sentinus LLC
Illinois
$1.28M +$348K +8,138 +39%
JSA
10
Jim Saulnier & Associates
Colorado
$1.18M -$119K -2,775 -9%
CF
11
Centaurus Financial
California
$1.03M +$899K +21,009 +814%
SNWA
12
Siligmueller & Norvid Wealth Advisors
Illinois
$998K +$973K +22,747 New
GFG
13
Grantvest Financial Group
New Jersey
$968K -$79.2K -1,851 -8%
MCC
14
Money Concepts Capital
Florida
$741K +$125K +2,916 +21%
HI
15
Harbour Investments
Wisconsin
$681K +$311K +7,268 +88%
MML Investors Services
16
MML Investors Services
Massachusetts
$662K -$12.6K -295 -2%
FFS
17
Founders Financial Securities
Maryland
$526K +$513K +12,000 New
IFG
18
Independent Financial Group
California
$512K
NF
19
Nvest Financial
New Hampshire
$476K +$122K +2,859 +36%
FFN
20
Focus Financial Network
Minnesota
$394K
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$368K -$2.14K -50 -0.6%
SA
22
Sanctuary Advisors
Indiana
$338K +$25.7K +600 +8%
BFA
23
Brown Financial Advisors
Ohio
$329K +$35.2K +823 +12%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$315K +$10.3K +240 +3%
NFG
25
Nations Financial Group
Iowa
$315K +$16.4K +383 +6%

JULT Hedge Fund Activity: Q3 2025 in Review

38 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q3 2025, worth a combined $67.9M — up 7.2% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JULT and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.76M. The largest seller was Susquehanna International Group, cutting an estimated $2.84M.

  • 38 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q3 2025, down from 43 in Q2 2025.
  • Funds reported $67.9M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q3 2025 and 6 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $4.76M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q3 2025 was Susquehanna International Group, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2025.